We know that beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you. Clients routinely say “wow, if we had known how easy this would be, we would have done it years ago!” 

The planning process itself begins with an initial meeting, the Family Legacy Planning Session. We block off 1.5 hours on our calendar so we can focus on your family. We will send you a package of information to complete before our meeting, which will help you begin the process of getting your legal and financial life in order.

Book your Family Legacy Planning Session by calling us at (714) 451-5766 or visit our Contact us page and send us a message.